How to hire a pension fund manager

How to hire a pension fund manager, step by step

Here's a step-by-step pension fund manager hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a pension fund manager job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new pension fund manager
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   The pension fund manager hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them a pension fund manager to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a pension fund manager that fits the bill.

   This list shows salaries for various types of pension fund managers.

   Type of Pension Fund Manager	Description	Hourly rate
   Pension Fund Manager		$27-74
   Mutual Fund Manager	A mutual fund manager implements a company's investing strategy and manages its portfolio trading activities. The responsibilities of this position include picking which assets will be purchased, managing analysts, conducting research on investment opportunities, and overseeing mutual funds or pensions... Show more	$16-65
   Hedge Fund Manager	A hedge fund manager manages an investment pool, popularly called a hedge fund. This entails managing liquid assets that have been contributed by a limited number of investors who have met a certain net worth investment... Show more	$33-125

2. Create an ideal candidate profile

   Common skills:

   • Investment Committee
   • Treasury
   • Plan Design
   • IRS
   • Pension Funds

   Responsibilities:

   • Lead departmental PeopleSoft projects and initiatives; involve in systems testing when additional system upgrades are implemented.
   • Help run the financial valuation model for necessary analysis of propose equities.
   • Develop proprietary financial models for trading equities resulting in above index returns.
   • Credit applications, lessee and vendor approvals, equipment delivery coordination and all vendor payment coordination and reconciliations
   • Preserve value through strategic and tactical allocations across a range of financial securities and occasionally engage in alternative trading strategies.
   • Catalyze cross-departmental communication by facilitating technical discussions among HRIS, payroll, and vendors while gathering requirements and reporting across departments.

3. Make a budget

   Including a salary range in your pension fund manager job description is one of the best ways to attract top talent. A pension fund manager can vary based on:

   • Location. For example, pension fund managers' average salary in colorado is 48% less than in nevada.
   • Seniority. Entry-level pension fund managers 63% less than senior-level pension fund managers.
   • Certifications. A pension fund manager with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a pension fund manager's salary.

   Average pension fund manager salary

   $94,223yearly

   $45.30 hourly rate

   ---

   Entry-level pension fund manager salary

   $57,000 yearly salary

   Updated January 1, 2026

4. Writing a pension fund manager job description

   A pension fund manager job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a pension fund manager job description:

   Pension fund manager job description example

   Vista Equity Partners is seeking to hire a Manager of Finance to join our growing Finance team and support day-to-day operations of Vista's private equity funds. The role will have direct responsibility for one or more Vista's equity funds and will be a key contributor within the finance and accounting team.
   The role is based in Oakland, CA and is for an immediate start.
   
   + Review of capital calls and distributions prepared by third party fund administrator, including setting up shadowing work papers
   
   + Quarterly review of closing work papers and financial statements prepared by third party fund administrator
   
   + Detailed review of waterfall calculations prepared by third party fund administrator, including setting up parallel model
   
   + Monitor cash activities on a real time basis when there are capital calls and distributions
   
   + Coordinate with third party administrator and the Vista Tax department regarding tax provisions for quarterly reporting
   
   + Limited partner support - responding to various information needs/requests, quarterly capital accounts, unfunded commitments, audit confirmations
   
   + Fund level performance reporting
   
   + Quarterly Limited Partner report reviews
   
   + Deal team support relating to Funds
   
   + Tracking and management of fund level credit facilities
   
   + Review expenses charged to Funds and perform allocations in accordance with the Firm's expense allocation policy
   
   + Review materials prepared by Investor Relation and Compliance departments related to due diligence requests and regulatory filings
   
   + Ad Hoc projects
   
   + Minimum of 5 years of hands-on fund accounting/reporting experience in a private equity firm or a combination of public accounting and a private equity firm that is fast-paced, complex & growth-oriented organization. Big 4 experience preferred but not required
   
   + A./B.S. in Accounting or Finance
   
   + CPA required
   
   + Must previous managerial experience including team leadership, development and resource planning
   
   + Excellent communication, partnering, presentation and influencing skills
   
   + Strong analytical skills, great attention to detail, expert modeling and spreadsheet capabilities
   
   + Ability to manage multi-project workload within tight deadlines through strong organizational and planning skills
   
   + High level of integrity and dependability with a strong sense of urgency and results-orientation
   
   + As a condition of employment, we require all employees to be fully vaccinated for COVID-19 prior to starting work. For purposes of this policy, "fully vaccinated" means two weeks after either (a) the single dose of a one-dose vaccine regimen, or (b) the second dose of a two-dose vaccine regimen. We will require that you provide proof of full vaccination prior to beginning your employment. We are an equal opportunity employer, and will consider a request for exemption from this policy for medical reasons or sincerely-held religious beliefs where reasonable accommodations are possible without imposing undue hardship, to the extent required by law.
   
   Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista's investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future - a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or Twitter @Vista_Equity.
   
   
   External Company Name: Vista Equity Partners Management
   
   Street: 1111 Broadway

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5. Post your job

   There are a few common ways to find pension fund managers for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your pension fund manager job on Zippia to find and recruit pension fund manager candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit pension fund managers, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new pension fund manager

   Once you've decided on a perfect pension fund manager candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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